CE Region School Finance Workshop 2026-2027

Date: 06/05/2026

Location: OASBO Conference Center | 98 Commerce Park Drive, Westerville, OH 43082 | OR Virtual via Zoom

Fee: $100 (Member) / $200 (Non-Member)

Join us at a Regional School Finance Workshop for critical updates that impact your district’s financial planning and operations!

This seminar will include an Economic and Market Update, a Legal Update focused on County Budget Commissions, and a deep dive into Property Tax Reform Mechanics, along with additional updates from OASBO.

Do not miss this opportunity to stay informed, ask questions, and ensure your district is prepared to respond to these evolving developments.

Seminar Director: Kyle Smith, Treasurer/CFO, Bexley City Schools; OASBO Central Region Director

Agenda

8:30 a.m.
Economic and Market Update (CPIM Applicable)
Mark Weekley, Robert W. Baird & Co. 
Mike Burns, Robert W. Baird & Co.

9:30 a.m.
Break

9:45 a.m.
Legal Update - County Budget Commissions and Other Hot Topics
Ryan Callender, Squire Patton Boggs 

10:45 a.m. 
Break

11:00 a.m.
Capital Planning (CPIM Applicable)
Dan Schall, Bradley Payne Advisors

11:45 p.m.
Lunch

12:30 p.m.
Financial Forecast and Property Tax Reform Mechanics (CPIM Applicable)
Chris Kline, Lawrence County Deputy Auditor
Katie Johnson, OASBO 

2:30 p.m. 
Conclusion and Q&A